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This insurance continuing education course will lead agents through the continuum of Financial Planning for families from managing their credit and debts, to budgeting, to saving for college education for dependents and retirement, to planning for insurance needs in senior years and estate planning. They will learn about a variety of insurance products, investments and techniques designed to meet a wide range of financial objectives including: Debt Management, Budgeting, Roth IRAs and traditional IRAs, Education IRAs, and other ways to finance education, 401(k) plans, SIMPLE, SEPs, Health Insurance, Medicare, Social Security, Disability Income Insurance, Long Term Care Insurance, Various types of Life Insurance, Annuities, Wills, Trusts, Powers of Attorney, and more.
Tennessee State Requirements
Continuing Education Hours
Core Subject Requirements
Continuing Education Compliance Date
The renewal date is the first day of the agent's birth month biennially. The renewal date for agents born in odd years will be in odd years, and the renewal date for agents born in even years will be in even years.
License Renewal Date
Same as CE compliance date.
Type of courses accepted for CE Credit
Independent self study courses or classroom
A maximum of 12 hours may be carried over to the next reporting period
Courses may not be repeated within 2 years from the original completion date.
Final exam does not need to be monitored.
Method to Certify Completion
You will be able to print your certificate of completion online once you have completed your exam. Course provider reports credits earned to the CE Administrator (Promissor). Agent submits copies of certificates of completion to Insurance Department with Renewal Notice. Original certificates of completion are kept in agent's files for 2 years.
For Additional Information please Contact:
Tennessee Department of Commerce and Insurance Producer Licensing Section500 James Robertson Parkway, 4th FloorNashville, TN 37243Phone: 1-888-416-0868 or (615) 741-2693Fax: (615) 532-2862 Promissor1-800-274-2603
State Website: http://www.state.tn.us/commerce/
System Requirements: Please note that Mozilla firefox 20 download here or Internet explorer 9 or higher: Download here are required to view our website when you wish to access the learning center. You should also note that taking courses over a wireless internet connection is not advised. When taking your exams you should try to be on a wired internet connection to your computer.
If you prefer, however, you may purchase a printed book and/or printed exam at additional cost.
You have 3 options if purchasing the course outside a subscription:
For options 2 and 3, you will be able to choose either regular or express shipping during checkout.
Please choose your option carefully! There is no refund for printed materials or exams ordered by mistake!
If your state requires monitored exams, you must have your monitor sign-in and follow the monitor instructions BEFORE you begin the exam. See the State Information tab, Monitor tab and Help Center for more information.
Your voucher covers an online book, online exam, grading and one CE certificate for insurance. It DOES NOT INCLUDE printed books, printed exams, state fees or CE certificate(s) or reporting for additional designations or types of CE, although they are available as options for additional charge.
If you choose printed books or exams, you will be charged the balance due during checkout.
If your state charges a fee to report your credit, this fee is due from you. When you check-out, you must pay this fee in order to access the course and obtain CE credit.
After you pass your exam, you will be able to purchase CE certificates for professional designations such as CFP, CPE, etc. you will be charged $10 for each one. Please DO NOT order these additional certificates unless you currently hold that professional designation. There are NO REFUNDS for additional certificates ordered and not needed.
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Sandi Kruise Insurance Training is a nationwide provider for Insurance CE and California Pre License courses .